1. Linux
    2. Windows
    3. IIS (Unavailable)
    1. Authentication Methods Overview
    2. Okta (SAML)
    3. OneLogin (SAML)
    4. Curator Users
    5. Azure AD (SAML)
    6. OneLogin (OIDC)
    7. Multifactor Authentication
    8. Signing SAML Login Requests
    9. Active Directory
    10. Windows LDAP (IIS) - DEPRECATED
    1. Windows SSL (IIS) - DEPRECATED
    2. Force SSL
    3. Linux SSL
    4. Windows SSL
    5. Basic HTTP Authentication
    1. High Availability
    1. Windows
    2. Linux
    1. Forward Proxy
    2. Reverse Proxy
    1. Getting Started
    2. Setting Up Your Portal
    3. Adding Your First Dashboard
    4. Creating Your First Page
    1. REST API Integration
    2. Tableau Cloud Setup
    3. Embed Authentication
    4. Trusted Tickets
    5. Alternative URL Routing
    6. Tableau Server Repository
    7. Tableau API Debugging
    8. API Connections Overview
    1. (Step 1) Azure App Setup
    2. (Step 2) Service Principal Setup
    3. (Step 3) Power BI Workspace Access
    4. (Step 4) Curator Connection
    5. Troubleshooting Power BI Access
    1. Integrating ThoughtSpot with Curator
    1. Replace Dashboard URLs
    2. Temporarily Disabling Connections
    1. Share Workbook
    2. Adding a Dashboard
    3. Tableau Worksheets and Stories
    4. Generating Titles
    5. Data Export
    6. Custom Views
    7. Email Subscriptions
    8. Download Workbook
    9. Pause and Resume Changes
    10. URL Action Overrides (Link Target)
    11. Dashboard Settings
    1. Adding a Pulse Metric
    1. Preloading Filters and Parameters
    2. Specify Filter Sheet
    3. Filters
    4. Parameters
    5. Hidden Sticky Filters and Parameters
    6. Apply Button
    7. Filter Categories
    8. Caching Filter and Parameter Options
    1. Updating Data Groups
    2. Sending Data to Webhooks
    3. Web Data Connector (WDC)
    4. Exporting Data
    5. Data Manager Basics
    6. Creating a Form
    7. Connecting to Data Manager
    8. User Commenting
    9. Field Calculations
    10. Mark Commenting
    11. Dashboard Feedback
    12. Importing Data
    1. Overview and Enabling
    2. Email Option
    3. Scheduled Reports
    4. Fallback Image
    5. Watermark Text
    6. Powerpoint
    1. Curator Styles
    2. Homepage
    3. Titles and Toolbars
    4. Group Overrides
    5. Page Meta Titles (SEO)
    1. Managing Menus
    2. Menu Items
    3. Restrict Access
    4. Tagged Workbooks
    5. Site Switcher
    1. Pages Overview
    2. Looker Embedding
    3. Tiles
    4. Explorer
    5. Forms
    6. Blogs
    7. User Customized Metrics
    8. Manual Embeds (iFrame)
    9. SSRS Embedding
    10. YouTube Embedding
    1. Files
    1. Hidden Content
    2. Search
    3. Keywords
    4. Favorites
    5. Featuring Content
    6. Thumbnail Preview Images
    1. Loading Screens
    1. Error Pages
    2. Tutorials
    3. Notices
    8. Email Formatting
    1. Users and Groups Overview
    2. User Sync and Membership Sync Overview
    3. Reset User's Password
    4. Frontend Users
    5. Automatic License Provisioning
    6. Just-in-time (JIT) Provisioning
    7. Username Mapping
    8. Custom Attributes
    1. Frontend User Permissions
    2. Password Change
    3. Password Reset
    4. Password Expiration and Complexity
    5. Disabling Link-preview Security
    6. User Throttling
    1. Third Party Cookies
    1. Overview
    2. Password Reset
    1. System Notifications
    2. Data Manager Notifications
    1. Troubleshooting Load Times
    2. Cache Warming
    1. Updating License Key
    1. Web Accessibility
    1. System Upgrade
    2. Disable Curator Upgrades
    3. Offline Upgrades (Airgapped)
    4. Dependency Updates
    5. Troubleshooting Upgrades
    1. Importing and Exporting
    1. Curator Backup
    2. Taking a Manual Full Backup
    3. Manual Restoration of Curator Backup
    1. Updating Curator Logging
    2. Disk Speed Metrics
    3. Server Hardening Procedures
    4. Filesystem Permissions
    5. Linux: Cron Troubleshooting
    1. Curator API Overview
    2. Curator Integration Overview
    1. Integration
    2. Curator API
    3. Tableau API
    4. Content
    5. User API
    6. Authentication
    1. Scripts
    2. Commands
    3. Subscription Routing
        1. Menu Tuning
        2. Cache Warming

      Setup: Trial Quick Start Guide

      Adding Your First Dashboard

      Click on Integrations → Connections

      Click on New Connection button

      • Name
        • Name your connection
      • Slug
        • This slug (url extension) will auto-generate but can be customized
      • Description
      • Platform
        • Options include: Tableau, Power BI, ThoughtSpot
        • After selecting an option, fill out the platform specific connection information and credentials

      Tableau

      Tableau Server

      1. Enter Site name (e.g. https://analytics.acme.com)
      2. Enter Service Account credentials or Personal Access Token. To enter Personal Access Token, follow the below steps:
        1. Log onto your Tableau Server
        2. Click account icon on top right of screen (by default, will by a circle with your initials in it)
        3. Select My Account Settings
        4. Scroll to Personal Access Token
        5. Enter a Name for your Token and click Create Token

      Additional information on Personal Access Tokens can be found in Tableau’s documentation.

      Tableau Cloud

      1. Select the Tableau Cloud Host region (found in the server url)
      2. Enter the Site name (found in the server url after logging in)
      3. Enter your Personal Access Token
      4. To enter Personal Access Token, follow the below steps:
        1. Log onto your Tableau Server
        2. Click account icon on top right of screen (by default, will by a circle with your initials in it)
        3. Select My Account Settings
        4. Scroll to Personal Access Token
        5. Enter a Name for your Token and click Create Token

      Additional information on Personal Access Tokens can be found in Tableau’s documentation.

      Power BI

      Enter your Tenant ID in Azure. To find your Tenant ID, follow this documentation.

      ThoughtSpot

      1. Enter your ThoughtSpot URL
      2. Enter your ThoughtSpot credentials

      Adding a Dashboard From Your Server

      Once you have established a connection to your server you can begin adding individual Dashboard connections. For our example we will follow along with a Tableau Dashboard but the instructions are similar for other BI platforms.

      1. Click Tableau (or your BI Platform Option) → Dashboards
      2. Click the New Dashboard Button

      Select desired Server, Site, Project, Workbook, and Dashboard then click create to establish a connection. Dashboard dropdowns

      Connect dashboards will be listed in the Tableau → Dashboard menu: Dashboard list

      Adding a Menu Link to the Navigation

      After a connection to a Dashboard has been established, the simplest method is to add a menu link to the navigation pane at the top of your environment. homepage hero image and menu

      Click Content → Navigation

      1. Select New Menu Link
      2. Select your Dashboard Link Type
      3. Select your Dashboard
      4. Select Create

      Once you create the link you will be brought to a page that displays the navigation hierarchy. You can control the navigation pane’s order and drop down menus here: navigation reorder view After you have decided on hierarchy, navigate to the front end and see your new navigation menu items that lead to your dashboards: homepage hero image and menu